智通财经APP获悉，周五，纳斯达克中国金龙指数开盘涨超3%，中概股表现强势，贝壳(BEKE.US)涨逾7%，蔚来(NIO.US)涨逾5%，京东(JD.US)、携程集团(TCOM.US)涨逾4%，拼多多(PDD.US)涨近4%。消息面上，有外资交易台指出，近期中国市场在消费驱动下迎来反弹。外资从投机交易换仓到中长期做多中国消费，这归根结底是因为地产见底，使得资金敢于涌入消费领域。消费者行业已超过互联网，成为中国最受欢迎的行业，境内投资者对某些消费品公司的兴趣也有所增加。同时，市场期待周一(3 月 17 日)关于消费的政策发布会，内蒙古生育补贴的新闻进一步推升市场情绪，市场对更多政策出台的预期升温。
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